Latest News

  • BlackRock’s Koesterich: The geekiest (and most important) number nobody is discussing July 24, 2017 - Black Rock’s Russ Koestrich provides some perspective on the historical trend of the correlation between stocks and bonds, and why investors should always consider this metric when setting their asset allocation. Russ explains why investors should pay more attention to the stock-bond correlation coefficient and understand its impact on investment portfolios. History since the turn of the millennium has been Continue Reading
  • Sweet #MAGA (TWTW – July 17-21, 2017) July 24, 2017 - Sweet #MAGA – Or … Sweet Nothing, which seems to be what the Administration has accomplished thus far on numerous fronts… Oh well, at least a weaker USD provides a window for the FED to continue to hike rates, even if Janet Yellen remains a perma Dove, and US stocks continue to do rather well, overpriced or not … Last Continue Reading
  • Lala’s Evole files preliminary for 5 ETFs July 20, 2017 - TORONTO, July 20, 2017 /CNW/ – Evolve Funds Group Inc. (“Evolve Funds”) today announced the filing of a Preliminary Prospectus with the Canadian securities regulators in connection with the launch of five Exchange Traded Funds (“Evolve ETFs”). These new Evolve ETFs are designed to give Canadian investors access to investment themes that will help them gain exposure to new emerging trends and Continue Reading
  • Kinniry: $106K for coffee? Let’s talk compounding July 20, 2017 - What’s harder than getting your clients who are reluctant to save to have the discipline to regularly contribute to their investment portfolio? Try explaining the benefits of compounding and the potential benefits of delayed gratification to this same group of low savers. It seems that many of my five children enjoy drinking coffee. Not just any old cup of joe, Continue Reading
  • BlackRock’s Rieder: More to inflation data than meets the eye July 20, 2017 - It’s easy to fixate on headline inflation numbers that appear disappointing, but Rick explains why there’s more to the data than meets the eye. Last week’s U.S. Consumer Price Index (CPI) data release came in below economists’ consensus expectations, and represented the fourth weak print in a row. Specifically, the headline CPI print came in roughly flat month-over-month, and at Continue Reading
  • MSCI’s Varsani: Time to Revisit Fundamentals of Quality? July 20, 2017 - TIME TO REVISIT FUNDAMENTALS OF QUALITY? We have seen substantial rotation in factor index performance in the past 12 months. Value, the best-performing equity factor index in the second half of 2016, was the worst performer in the first six months of 2017. On the other hand, Quality, which had lagged last year, has performed well in 2017. But this Continue Reading
  • First Asset Completes Advisor Class Conversion – ratios announced July 18, 2017 - TORONTO, July 17, 2017 – Further to its announcements on April 3, 2017 and May 1, 2017, First Asset Investment Management Inc. (“First Asset“), the manager of the First Asset Exchange Traded Funds (“ETFs“), announces that it has completed the conversion of all advisor class units to the corresponding common class units of the same ETF at the close of business Continue Reading
  • Turnill: The start of the end of ultra-easy monetary policy July 18, 2017 - Central banks are increasingly moving away from super accommodative monetary policy, and Richard explains what this means for investors. Central banks increasingly are moving away from excessively easy monetary policy. Yields paused after recent gains last week, partly on soft inflation data. Yet we see them rising gradually, reinforcing the case for stocks over bonds. Monetary tightening expectations shifted upward globally Continue Reading
  • Mid-July Flows: Summer lulls … July 17, 2017 - Hardly anything to report as at mid-month, as far as inflows, respectively market impact, both of which are considered rather modest in relation to June 30, 2017 AUM levels. Likely the pause that refreshes as it were, with plenty of action on the way, presumably, for back to school...
  • And don’t be surprised either if these were to vanish … July 17, 2017 - quick rundown of a further 10 ETFs that could easily be terminated without anyone missing them much